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Adding Custom Fields to Dialer Panel

Once you have the fields you need, go ahead and add them to your dialer panel as needed. There's no other special requirements.

If You Just Created Your Fields in Salesforce

If you've just added new picklists/fields to your Salesforce system, you won't be able to immediately add the fields to the dialer panel. To maintain proper data links for dialer metrics and reporting, InsideSales.com runs a nightly database synchronization process with your Salesforce instance. Any fields you've just added to Salesforce will NOT WORK with the dialer tool until the nightly sync completes.

Release Notes

Find our most recent release notes.

Forum

Our InsideSales.com community forum is coming soon.

Advanced Training Guides

Advanced training for the PowerDialer for Salesforce.

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